Imperial Capital, LLC
Industry: Investment banking company
DescriptionHeadquarters: Los Angeles, CA Founded: 1997 Parent organization: Imperial Capital Group, Inc. Subsidiaries: Imperial Asset Management, Imperial Capital, LLC, Research Division
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Imperial Capital, LLC Employees
Employee
Years
Job
Industry
Jason Yamanaka Jason Yamanaka's Imperial Capital, LLC Experience September 2012 - December 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
UCLA Academic Advancement Program January 2013 - June 2014
Bank of America Merrill Lynch June 2013 - August 2013
Imperial Capital, LLC September 2012 - December 2012
Union Bank June 2012 - August 2012
Imperial Capital, LLC April 2012 - June 2012
Lionsgate January 2012 - March 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Business Economics
Palos Verdes Peninsula High School 2006 — 2010
High School Diploma
Bank of America Merrill Lynch July 2014 - Present
UCLA Academic Advancement Program January 2013 - June 2014
Bank of America Merrill Lynch June 2013 - August 2013
Imperial Capital, LLC September 2012 - December 2012
Union Bank June 2012 - August 2012
Imperial Capital, LLC April 2012 - June 2012
Lionsgate January 2012 - March 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Business Economics
Palos Verdes Peninsula High School 2006 — 2010
High School Diploma
Lauren Beaver Lauren Beaver's Imperial Capital, LLC Experience July 2012 - July 2012
Job Co Editor in Chief at Pioneer Business Review
Industry
Experience
Pioneer Business Review 2014 - Present
Self Employed 2006 - 2014
Fancy Feet Dance Studio July 2013 - August 2013
Imperial Capital, LLC July 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop
Education
University of Denver 2013 — 2017
Palisades Charter High School 2009 — 2013
Pioneer Business Review 2014 - Present
Self Employed 2006 - 2014
Fancy Feet Dance Studio July 2013 - August 2013
Imperial Capital, LLC July 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop
Education
University of Denver 2013 — 2017
Palisades Charter High School 2009 — 2013
Alexander Anderson Alexander Anderson's Imperial Capital, LLC Experience June 2015 - August 2015
Job Student at University of Oklahoma
Industry Financial Services
Experience
Imperial Capital, LLC June 2015 - August 2015
Superior Court of New Jersey December 2014 - January 2015
UBS June 2014 - August 2014
Seavey Construction Inc June 2013 - August 2013
Skills
Leadership, Microsoft Excel, Economics, Public Speaking, Event Planning, Teamwork, Social Networking
Education
University of Oklahoma 2012 — 2016
Bachelor of Science and Arts B.S.& B.A.-3.8, Political Science and Economics, Junior
West Morris Mendham High School 2008 — 2012
Imperial Capital, LLC June 2015 - August 2015
Superior Court of New Jersey December 2014 - January 2015
UBS June 2014 - August 2014
Seavey Construction Inc June 2013 - August 2013
Skills
Leadership, Microsoft Excel, Economics, Public Speaking, Event Planning, Teamwork, Social Networking
Education
University of Oklahoma 2012 — 2016
Bachelor of Science and Arts B.S.& B.A.-3.8, Political Science and Economics, Junior
West Morris Mendham High School 2008 — 2012
Patrick Khang Patrick Khang's Imperial Capital, LLC Experience July 2013 - Present
Job Investment Banking Analyst at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC July 2013 - Present
Imperial Capital, LLC August 2012 - December 2012
Montgomery & Co., LLC June 2012 - August 2012
Skills
Financial Modeling, Capital IQ, Valuation, Microsoft Excel, Corporate Finance, PowerPoint, Investment Banking, Economics, Microsoft Office, Data Analysis
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), Business/Economics
Imperial Capital, LLC July 2013 - Present
Imperial Capital, LLC August 2012 - December 2012
Montgomery & Co., LLC June 2012 - August 2012
Skills
Financial Modeling, Capital IQ, Valuation, Microsoft Excel, Corporate Finance, PowerPoint, Investment Banking, Economics, Microsoft Office, Data Analysis
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), Business/Economics
Josh Mesna Josh Mesna's Imperial Capital, LLC Experience July 2013 - Present
Job Investment Banking Analyst at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC July 2013 - Present
WTAS July 2012 - September 2012
Commerce Capital Group April 2011 - June 2012
Skills
Economics, Financial Modeling, Microsoft Excel, Financial Analysis, M&A experience, Valuation, Investment Banking
Education
University of California, Santa Barbara 2009 — 2013
BA, Economics
Imperial Capital, LLC July 2013 - Present
WTAS July 2012 - September 2012
Commerce Capital Group April 2011 - June 2012
Skills
Economics, Financial Modeling, Microsoft Excel, Financial Analysis, M&A experience, Valuation, Investment Banking
Education
University of California, Santa Barbara 2009 — 2013
BA, Economics
Nattha Aroonratsakul's Imperial Capital, LLC Experience July 2014 - Present
Job Analyst at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC July 2014 - Present
NYSE Euronext May 2013 - August 2013
The Seaport Group February 2013 - May 2013
USC Alumni Relations April 2012 - December 2012
Finansia Syrus Securities PLC. July 2012 - August 2012
Thai Gauze Co., Ltd May 2010 - July 2010
Education
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), Psychology
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Ruamrudee International School 2001 — 2010
Imperial Capital, LLC July 2014 - Present
NYSE Euronext May 2013 - August 2013
The Seaport Group February 2013 - May 2013
USC Alumni Relations April 2012 - December 2012
Finansia Syrus Securities PLC. July 2012 - August 2012
Thai Gauze Co., Ltd May 2010 - July 2010
Education
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), Psychology
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Ruamrudee International School 2001 — 2010
Lauren Slater's Imperial Capital, LLC Experience November 2013 - May 2014
Job Investment Banking Summer Analyst
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Colony Capital - Colony Advisors, LLC June 2014 - August 2014
Imperial Capital, LLC November 2013 - May 2014
Corner Capital Partners, LLC April 2013 - August 2013
The Finance Connection December 2011 - June 2013
Investment Advisory Committee December 2011 - June 2013
Skills
Valuation, Social Media, Research, Economics, Market Research, Financial Analysis, Microsoft Excel, Data Analysis, Equities, PowerPoint, Investment Banking, Private Equity, Microsoft Word, Corporate Finance
Education
University of Southern California 2013 — 2016
Bachelor of Science (B.S.), Business Administration
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts (B.A.), Economics & Accounting
Bank of America Merrill Lynch June 2015 - August 2015
Colony Capital - Colony Advisors, LLC June 2014 - August 2014
Imperial Capital, LLC November 2013 - May 2014
Corner Capital Partners, LLC April 2013 - August 2013
The Finance Connection December 2011 - June 2013
Investment Advisory Committee December 2011 - June 2013
Skills
Valuation, Social Media, Research, Economics, Market Research, Financial Analysis, Microsoft Excel, Data Analysis, Equities, PowerPoint, Investment Banking, Private Equity, Microsoft Word, Corporate Finance
Education
University of Southern California 2013 — 2016
Bachelor of Science (B.S.), Business Administration
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts (B.A.), Economics & Accounting
Corey Jellison's Imperial Capital, LLC Experience July 2011 - June 2013
Job Director of Sales Operations at Huneeus Vintners
Industry Wine and Spirits
Experience
Huneeus Vintners July 2013 - Present
Imperial Capital LLC July 2011 - June 2013
Imperial Capital LLC July 2008 - July 2011
Imperial Capital LLC June 2007 - August 2007
Sports Illustrated April 2005 - April 2006
Skills
Investment Banking, Private Equity, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Venture Capital, Strategy, Valuation, Marketing Strategy
Education
UCLA 2004 — 2008
Business Economics, Accounting
Huneeus Vintners July 2013 - Present
Imperial Capital LLC July 2011 - June 2013
Imperial Capital LLC July 2008 - July 2011
Imperial Capital LLC June 2007 - August 2007
Sports Illustrated April 2005 - April 2006
Skills
Investment Banking, Private Equity, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Venture Capital, Strategy, Valuation, Marketing Strategy
Education
UCLA 2004 — 2008
Business Economics, Accounting
Saxon Dorshow Saxon Dorshow's Imperial Capital, LLC Experience April 2013 - January 2014
Job Equity Capital Markets Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Imperial Capital, LLC April 2013 - January 2014
Olympia Media Group June 2012 - October 2012
Macy's June 2012 - September 2012
Oak Ridge Country Club May 2009 - August 2011
Skills
Sales, Team Leadership, Financial Analysis, Public Speaking, Team Management, Mergers & Acquisitions, Investment Banking, Public Equity Offerings, Equity Capital Markets, Capital Markets, Investments, Valuation, Teamwork, Leadership, Marketing, Event Planning, Time Management, Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2014 — 2014
Global Immersion, Finance and Business Administration
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Imperial Capital, LLC April 2013 - January 2014
Olympia Media Group June 2012 - October 2012
Macy's June 2012 - September 2012
Oak Ridge Country Club May 2009 - August 2011
Skills
Sales, Team Leadership, Financial Analysis, Public Speaking, Team Management, Mergers & Acquisitions, Investment Banking, Public Equity Offerings, Equity Capital Markets, Capital Markets, Investments, Valuation, Teamwork, Leadership, Marketing, Event Planning, Time Management, Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2014 — 2014
Global Immersion, Finance and Business Administration
Jake Elliott Jake Elliott's Imperial Capital, LLC Experience November 2011 - April 2012
Job Assistant Vice President Relationship Manager Syndicated Finance at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance June 2014 - Present
Comerica Bank April 2012 - June 2014
Imperial Capital, LLC November 2011 - April 2012
UC Santa Cruz January 2011 - March 2011
Skills
Financial Analysis, Financial Modeling, Underwriting, Commercial Lending, Excel, Risk Management, Cash Flow Lending, Microsoft Excel, R, Java, PowerPoint, Access, HTML, Thomson One, Bloomberg Terminal, Capital IQ, Leveraged Finance, Stata
Education
University of California, Santa Cruz 2007 — 2011
B.A. with Honors, Business Management Economics
Wells Fargo Capital Finance June 2014 - Present
Comerica Bank April 2012 - June 2014
Imperial Capital, LLC November 2011 - April 2012
UC Santa Cruz January 2011 - March 2011
Skills
Financial Analysis, Financial Modeling, Underwriting, Commercial Lending, Excel, Risk Management, Cash Flow Lending, Microsoft Excel, R, Java, PowerPoint, Access, HTML, Thomson One, Bloomberg Terminal, Capital IQ, Leveraged Finance, Stata
Education
University of California, Santa Cruz 2007 — 2011
B.A. with Honors, Business Management Economics
Jennifer Liao Jennifer Liao's Imperial Capital, LLC Experience December 2009 - August 2011
Job MuleSoft, Inc
Industry Computer Software
Experience
MuleSoft Inc August 2011 - Present
Imperial Capital, LLC December 2009 - August 2011
The Mercanti Group August 2007 - December 2009
Skills
Competitive Analysis, Mergers, Business Strategy, Financial Analysis, Financial Modeling, Cloud Computing, Private Equity, Start-ups, Mergers & Acquisitions, Analytics, Strategic Partnerships, Strategy, Sales Operations, Enterprise Software, Product Management, Integration, Salesforce.com
Education
University of Southern California 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
MuleSoft Inc August 2011 - Present
Imperial Capital, LLC December 2009 - August 2011
The Mercanti Group August 2007 - December 2009
Skills
Competitive Analysis, Mergers, Business Strategy, Financial Analysis, Financial Modeling, Cloud Computing, Private Equity, Start-ups, Mergers & Acquisitions, Analytics, Strategic Partnerships, Strategy, Sales Operations, Enterprise Software, Product Management, Integration, Salesforce.com
Education
University of Southern California 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Annie Morrison, CRPC®, AAMS®, PFP® Annie Morrison, CRPC®, AAMS®, PFP®'s Imperial Capital, LLC Experience January 1994 - January 1999
Job Principal, ZUMA Financial Advisors, LLC Working every day from my happy place to get clients to theirs
Industry Investment Management
Experience
Zuma Financial Advisors, LLC June 2011 - Present
Center for the Study of Aging April 2014 - Present
Baltimore's Child, Inc. February 2012 - March 2013
TIAA-CREF January 2005 - June 2011
City National Bank October 2002 - June 2004
SYNOPSYS, INC. (formerly AVANT! CORP) July 2000 - July 2002
PFPC INC January 1999 - April 2000
IMPERIAL CAPITAL, LLC January 1994 - January 1999
Skills
Wealth Management..., Retirement Planning, Registered Investment..., Series 7, Series 63, Series 65, Portfolio Management, Budgeting Strategies, Life Insurance, Estate Planning, Investment Advisory, IRAs, 401k, Personal Finance, College Savings Plans, Long Term Care Insurance, Investments, Wealth Management, Financial Services, Asset Allocation, Securities, Mutual Funds, Retirement
Education
University of Massachusetts, Amherst 1987 — 1990
BA, Economics
University of California, Los Angeles 2000 — 2002
Certificate, Personal Financial Planning
College for Financial Planning 2013 — 2014
Accredited Asset Management Specialist, Accredited Asset Management Specialist
Internship - US Small Business Administration 1990 — 1990
Internship, Enterprize Zone Planning - Department of Economic Development
Doherty Memorial High School 1983 — 1987
Diploma, High School/Secondary Diplomas and Certificates
Zuma Financial Advisors, LLC June 2011 - Present
Center for the Study of Aging April 2014 - Present
Baltimore's Child, Inc. February 2012 - March 2013
TIAA-CREF January 2005 - June 2011
City National Bank October 2002 - June 2004
SYNOPSYS, INC. (formerly AVANT! CORP) July 2000 - July 2002
PFPC INC January 1999 - April 2000
IMPERIAL CAPITAL, LLC January 1994 - January 1999
Skills
Wealth Management..., Retirement Planning, Registered Investment..., Series 7, Series 63, Series 65, Portfolio Management, Budgeting Strategies, Life Insurance, Estate Planning, Investment Advisory, IRAs, 401k, Personal Finance, College Savings Plans, Long Term Care Insurance, Investments, Wealth Management, Financial Services, Asset Allocation, Securities, Mutual Funds, Retirement
Education
University of Massachusetts, Amherst 1987 — 1990
BA, Economics
University of California, Los Angeles 2000 — 2002
Certificate, Personal Financial Planning
College for Financial Planning 2013 — 2014
Accredited Asset Management Specialist, Accredited Asset Management Specialist
Internship - US Small Business Administration 1990 — 1990
Internship, Enterprize Zone Planning - Department of Economic Development
Doherty Memorial High School 1983 — 1987
Diploma, High School/Secondary Diplomas and Certificates
David Weissman David Weissman's Imperial Capital, LLC Experience April 2010 - August 2010
Job Soltado Tequila
Industry Market Research
Experience
Soltado Tequila 2014 - Present
Health Plus Management Services, LLC. October 2014 - December 2014
University of Rochester September 2013 - May 2014
Hard Candy Fitness July 2013 - August 2013
Buenos Aires Delivery July 2012 - August 2012
USA TODAY May 2011 - August 2011
Imperial Capital, LLC April 2010 - August 2010
Pebble Beach Physical Therapy May 2009 - August 2009
Steiner Sports January 2003 - July 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Data Analysis, Market Research, Analysis
Education
University of Rochester 2009 — 2013
English, Business
Scarsdale High School
Soltado Tequila 2014 - Present
Health Plus Management Services, LLC. October 2014 - December 2014
University of Rochester September 2013 - May 2014
Hard Candy Fitness July 2013 - August 2013
Buenos Aires Delivery July 2012 - August 2012
USA TODAY May 2011 - August 2011
Imperial Capital, LLC April 2010 - August 2010
Pebble Beach Physical Therapy May 2009 - August 2009
Steiner Sports January 2003 - July 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Data Analysis, Market Research, Analysis
Education
University of Rochester 2009 — 2013
English, Business
Scarsdale High School
Henry Chung's Imperial Capital, LLC Experience 2012 - 2015
Job Distressed Debt / Special Situations
Industry Investment Management
Experience
Crescent Capital Group 2015 - Present
Imperial Capital, LLC 2012 - 2015
Trinity Capital LLC 2010 - 2012
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Philosophy
Crescent Capital Group 2015 - Present
Imperial Capital, LLC 2012 - 2015
Trinity Capital LLC 2010 - 2012
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Philosophy
Jason Thomas Jason Thomas's Imperial Capital, LLC Experience April 2006 - July 2014
Job Managing Director Global Corporate Development at EY
Industry Accounting
Experience
Ernst & Young Global Limited August 2014 - Present
Imperial Capital, LLC April 2006 - July 2014
Giuliani Capital Advisors 2004 - 2006
Ernst & Young Corporate Finance 2000 - 2004
Ernst & Young 1997 - 2000
Arthur Andersen 1993 - 1997
Skills
Mergers, Restructuring, Investment Banking, Bankruptcy, Private Equity, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Business Valuation, Capital Markets, M&A experience, Financial Analysis, LBO, Venture Capital, Leveraged Finance
Education
University of Wisconsin-Madison - School of Business 1992 — 1993
Master of Accountancy
University of Michigan 1988 — 1992
AB, Economics
Kohler High School 1984 — 1988
Ernst & Young Global Limited August 2014 - Present
Imperial Capital, LLC April 2006 - July 2014
Giuliani Capital Advisors 2004 - 2006
Ernst & Young Corporate Finance 2000 - 2004
Ernst & Young 1997 - 2000
Arthur Andersen 1993 - 1997
Skills
Mergers, Restructuring, Investment Banking, Bankruptcy, Private Equity, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Business Valuation, Capital Markets, M&A experience, Financial Analysis, LBO, Venture Capital, Leveraged Finance
Education
University of Wisconsin-Madison - School of Business 1992 — 1993
Master of Accountancy
University of Michigan 1988 — 1992
AB, Economics
Kohler High School 1984 — 1988
Rick Bloom Rick Bloom's Imperial Capital, LLC Experience 1997 - 1999
Job Chief Operating Officer at AHAA Enterprises
Industry Consumer Services
Experience
AHAA! Enterprises May 2012 - Present
NexCore Healthcare Capital Corporation December 2010 - Present
GlideRite Corporation June 2009 - Present
Arcata (formerly MyPrint, LLC) October 2009 - October 2011
Renaissance Acquisition Corp. January 2007 - November 2009
Caswell Massey, Ltd. 2006 - 2007
Marietta Corporation 1999 - 2006
Imperial Capital, LLC 1997 - 1999
Dabney / Resnick, Inc. 1992 - 1997
Donaldson, Lufkin & Jenrette 1989 - 1992
Skills
Corporate Development, Mergers, Strategy, Private Equity, Start-ups, Venture Capital, Strategic Planning, Investments, Business Strategy, Portfolio Management, Mergers & Acquisitions, Due Diligence, Investment Banking, Entrepreneurship, Corporate Finance, Finance, Restructuring, M&A experience, Leadership, Executive Management, Marketing, IPO, Management, Sales, Program Management, Competitive Analysis, Business Planning, Financial Structuring, Product Development, Financial Analysis, Asset Management, Valuation, Real Estate, Divestitures, Leveraged Finance, Emerging Markets, Financial Modeling, Joint Ventures
Education
University of Pennsylvania - The Wharton School 1986 — 1989
Bachelor of Science (B.S.), Finance and Entrepreneurial Management
AHAA! Enterprises May 2012 - Present
NexCore Healthcare Capital Corporation December 2010 - Present
GlideRite Corporation June 2009 - Present
Arcata (formerly MyPrint, LLC) October 2009 - October 2011
Renaissance Acquisition Corp. January 2007 - November 2009
Caswell Massey, Ltd. 2006 - 2007
Marietta Corporation 1999 - 2006
Imperial Capital, LLC 1997 - 1999
Dabney / Resnick, Inc. 1992 - 1997
Donaldson, Lufkin & Jenrette 1989 - 1992
Skills
Corporate Development, Mergers, Strategy, Private Equity, Start-ups, Venture Capital, Strategic Planning, Investments, Business Strategy, Portfolio Management, Mergers & Acquisitions, Due Diligence, Investment Banking, Entrepreneurship, Corporate Finance, Finance, Restructuring, M&A experience, Leadership, Executive Management, Marketing, IPO, Management, Sales, Program Management, Competitive Analysis, Business Planning, Financial Structuring, Product Development, Financial Analysis, Asset Management, Valuation, Real Estate, Divestitures, Leveraged Finance, Emerging Markets, Financial Modeling, Joint Ventures
Education
University of Pennsylvania - The Wharton School 1986 — 1989
Bachelor of Science (B.S.), Finance and Entrepreneurial Management
Ken Myers's Imperial Capital, LLC Experience September 2011 - December 2011
Job Operations Coordinator at Uber
Industry Internet
Experience
Uber March 2015 - Present
National Football League March 2014 - March 2015
National Football League December 2012 - December 2013
St Cloud Capital, LLC June 2012 - September 2012
The LEAP Foundation, Inc. January 2011 - August 2012
Redwood Capital Group April 2012 - June 2012
Imperial Capital, LLC September 2011 - December 2011
Morgan Stanley Smith Barney June 2011 - September 2011
Snyder Law, LLP June 2010 - August 2010
Skills
Leadership, Public Speaking, Time Management, Strategy, Microsoft Excel, Team Leadership, Project Management, PowerPoint, Goal Oriented, People Skills, Research
Education
University of California, Los Angeles 2010 — 2014
BS, Math-Econ
Uber March 2015 - Present
National Football League March 2014 - March 2015
National Football League December 2012 - December 2013
St Cloud Capital, LLC June 2012 - September 2012
The LEAP Foundation, Inc. January 2011 - August 2012
Redwood Capital Group April 2012 - June 2012
Imperial Capital, LLC September 2011 - December 2011
Morgan Stanley Smith Barney June 2011 - September 2011
Snyder Law, LLP June 2010 - August 2010
Skills
Leadership, Public Speaking, Time Management, Strategy, Microsoft Excel, Team Leadership, Project Management, PowerPoint, Goal Oriented, People Skills, Research
Education
University of California, Los Angeles 2010 — 2014
BS, Math-Econ
Adeel Ahmad's Imperial Capital, LLC Experience January 2015 - Present
Job Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC January 2015 - Present
Imperial Capital, LLC July 2011 - December 2014
Imperial Capital LLC December 2009 - October 2011
The Mercanti Group July 2008 - March 2010
Banc of America Securities June 2007 - May 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Investments, Mergers, Bloomberg, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accountancy and Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors with High Honors, Accounting
Imperial Capital, LLC January 2015 - Present
Imperial Capital, LLC July 2011 - December 2014
Imperial Capital LLC December 2009 - October 2011
The Mercanti Group July 2008 - March 2010
Banc of America Securities June 2007 - May 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Investments, Mergers, Bloomberg, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accountancy and Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors with High Honors, Accounting
Micah Sapitsky's Imperial Capital, LLC Experience June 2014 - August 2014
Job Analyst at LP Analyst
Industry Investment Banking
Experience
LP Analyst September 2015 - Present
Imperial Capital, LLC June 2014 - August 2014
Corner Capital Partners, LLC May 2013 - August 2013
Kingsley Gate, Inc. 2010 - 2012
Vivid Aquariums 2009 - 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Financial Analysis, Data Analysis, Leadership, Investment Banking, Financial Modeling, Research, Entrepreneurship, Economics, Teamwork, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA)
Milken Community High School 2008 — 2010
LP Analyst September 2015 - Present
Imperial Capital, LLC June 2014 - August 2014
Corner Capital Partners, LLC May 2013 - August 2013
Kingsley Gate, Inc. 2010 - 2012
Vivid Aquariums 2009 - 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Financial Analysis, Data Analysis, Leadership, Investment Banking, Financial Modeling, Research, Entrepreneurship, Economics, Teamwork, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA)
Milken Community High School 2008 — 2010
Chris Ducar Chris Ducar's Imperial Capital, LLC Experience January 2014 - October 2014
Job Associate at The Yucaipa Companies
Industry Investment Management
Experience
The Yucaipa Companies November 2014 - Present
Imperial Capital, LLC January 2014 - October 2014
Imperial Capital, LLC July 2012 - January 2014
Imperial Capital, LLC June 2011 - August 2011
Strategic Realty Capital March 2010 - July 2010
Skills
Web Programming, CapitalIQ, Bloomberg, C++, JavaScript, XML, MySQL, XHTML, CSS, Web Development, Microsoft Excel, Research, Capital IQ, Wordpress, PowerPoint, Valuation, Finance, Financial Modeling, Corporate Finance, Investments, Investment Banking, Mergers & Acquisitions, Analysis, Economics, Data Analysis, Business Valuation, Financial Analysis, Quantitative Analytics, Market Analysis, WordPress
Education
University of California, Los Angeles 2008 — 2012
B.A., Business Economics, emphasis in Mathematics
Long Beach Polytechnic High School 2004 — 2008
The Yucaipa Companies November 2014 - Present
Imperial Capital, LLC January 2014 - October 2014
Imperial Capital, LLC July 2012 - January 2014
Imperial Capital, LLC June 2011 - August 2011
Strategic Realty Capital March 2010 - July 2010
Skills
Web Programming, CapitalIQ, Bloomberg, C++, JavaScript, XML, MySQL, XHTML, CSS, Web Development, Microsoft Excel, Research, Capital IQ, Wordpress, PowerPoint, Valuation, Finance, Financial Modeling, Corporate Finance, Investments, Investment Banking, Mergers & Acquisitions, Analysis, Economics, Data Analysis, Business Valuation, Financial Analysis, Quantitative Analytics, Market Analysis, WordPress
Education
University of California, Los Angeles 2008 — 2012
B.A., Business Economics, emphasis in Mathematics
Long Beach Polytechnic High School 2004 — 2008
Diane Sievert Diane Sievert's Imperial Capital, LLC Experience May 2015 - Present
Job Publications Coordinator at Imperial Capital, LLC
Industry Internet
Experience
Imperial Capital, LLC May 2015 - Present
Busy Bee SEO January 2011 - Present
Napoleon Perdis Cosmetics March 2013 - December 2014
Napoleon Perdis Cosmetics June 2012 - March 2013
Lateral Media, Inc. February 2009 - November 2010
InfoSearch Media July 2008 - December 2008
InfoSearch Media May 2007 - July 2008
Pasadena City College August 2005 - June 2007
InfoSearch Media September 2005 - May 2007
Skills
SEO, Content Development, Online Advertising, Web Content, Creative Writing, Project Management, Blogging, Content Management, Copywriting, Google Analytics, SEM, SEO copywriting, Social Media Marketing, Content Strategy, Editing, E-commerce, Digital Marketing, Online Marketing, Marketing Communications, SEO Copywriting
Education
University of California, Santa Cruz 2003 — 2005
MA, Renaissance Literature
University of California, Los Angeles 1995 — 1998
BA, English
Imperial Capital, LLC May 2015 - Present
Busy Bee SEO January 2011 - Present
Napoleon Perdis Cosmetics March 2013 - December 2014
Napoleon Perdis Cosmetics June 2012 - March 2013
Lateral Media, Inc. February 2009 - November 2010
InfoSearch Media July 2008 - December 2008
InfoSearch Media May 2007 - July 2008
Pasadena City College August 2005 - June 2007
InfoSearch Media September 2005 - May 2007
Skills
SEO, Content Development, Online Advertising, Web Content, Creative Writing, Project Management, Blogging, Content Management, Copywriting, Google Analytics, SEM, SEO copywriting, Social Media Marketing, Content Strategy, Editing, E-commerce, Digital Marketing, Online Marketing, Marketing Communications, SEO Copywriting
Education
University of California, Santa Cruz 2003 — 2005
MA, Renaissance Literature
University of California, Los Angeles 1995 — 1998
BA, English
Parker Prestegard Parker Prestegard's Imperial Capital, LLC Experience October 2014 - December 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - July 2015
Imperial Capital, LLC October 2014 - December 2014
Silverpeak Real Estate Partners June 2014 - July 2014
Morgan Stanley December 2013 - April 2014
Skills
Microsoft Excel, Economics, Teamwork, PowerPoint, Microsoft Word, Customer Service, English, Adaptability, Learning Quickly, Macroeconomics, Public Speaking, Social Media, Acquisitions, Investment Banking, Investment Strategies, Leadership, International Finance, Private Equity, Data Analysis
Education
UCLA 2012 — 2015
Bachelor of Arts (B.A.), Economics
J.P. Morgan June 2015 - July 2015
Imperial Capital, LLC October 2014 - December 2014
Silverpeak Real Estate Partners June 2014 - July 2014
Morgan Stanley December 2013 - April 2014
Skills
Microsoft Excel, Economics, Teamwork, PowerPoint, Microsoft Word, Customer Service, English, Adaptability, Learning Quickly, Macroeconomics, Public Speaking, Social Media, Acquisitions, Investment Banking, Investment Strategies, Leadership, International Finance, Private Equity, Data Analysis
Education
UCLA 2012 — 2015
Bachelor of Arts (B.A.), Economics
Umar Mansuri's Imperial Capital, LLC Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. October 2015 - Present
Imperial Capital, LLC June 2015 - August 2015
Takenaka Partners LLC October 2014 - December 2014
Arrowroot Capital June 2014 - October 2014
Northrop Grumman Corporation May 2014 - August 2014
Startalk July 2012 - July 2012
Education
University of Southern California - Marshall School of Business 2014 — 2016
Bachelor of Science (B.S.)
University of California, Santa Barbara 2012 — 2013
Stifel Financial Corp. October 2015 - Present
Imperial Capital, LLC June 2015 - August 2015
Takenaka Partners LLC October 2014 - December 2014
Arrowroot Capital June 2014 - October 2014
Northrop Grumman Corporation May 2014 - August 2014
Startalk July 2012 - July 2012
Education
University of Southern California - Marshall School of Business 2014 — 2016
Bachelor of Science (B.S.)
University of California, Santa Barbara 2012 — 2013
Jessie Marshall Jessie Marshall's Imperial Capital, LLC Experience July 2013 - Present
Job Operations Associate at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC July 2013 - Present
JPMorgan Chase June 2010 - July 2013
Wedbush Securities January 2009 - May 2010
Merrill Lynch June 2005 - January 2008
Skills
Series 7, Series 24, Life Insurance, Investments, Finance, Series 66, Retail Banking, Thrive in A Fast-paced..., Resource Management, Onboarding, Microsoft Office, ACATS, Troubleshooting, Bloomberg, Oasys, Debt Settlement, Allocations, Front to Back Office, Institutional..., Private Placements
Education
University of Nevada-Reno 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Imperial Capital, LLC July 2013 - Present
JPMorgan Chase June 2010 - July 2013
Wedbush Securities January 2009 - May 2010
Merrill Lynch June 2005 - January 2008
Skills
Series 7, Series 24, Life Insurance, Investments, Finance, Series 66, Retail Banking, Thrive in A Fast-paced..., Resource Management, Onboarding, Microsoft Office, ACATS, Troubleshooting, Bloomberg, Oasys, Debt Settlement, Allocations, Front to Back Office, Institutional..., Private Placements
Education
University of Nevada-Reno 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Kasey Thomas's Imperial Capital, LLC Experience August 2013 - May 2015
Job Executive Assistant at One Rock Capital Partners, LLC
Industry Financial Services
Experience
One Rock Capital Partners, LLC May 2015 - Present
Imperial Capital LLC August 2013 - May 2015
Imperial Capital LLC March 2012 - August 2013
Imperial Capital LLC October 2010 - March 2012
The Backporch Restaurant & Bar November 2008 - March 2009
Lieutenant Governor Andre Bauer's Office - South Carolina State House May 2008 - December 2008
Kirsti Grinna Swimwear June 2007 - August 2007
Young Interiors, Inc. June 2006 - August 2006
Ocean Watersports June 2006 - August 2006
Skills
Foursquare, MySpace, Social Media, Facebook, Social Networking, Social Media Marketing, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Marketing
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelor of Science in Business Administration, Marketing, Political Science
St. James High School 2003 — 2006
Socastee High School 2001 — 2002
One Rock Capital Partners, LLC May 2015 - Present
Imperial Capital LLC August 2013 - May 2015
Imperial Capital LLC March 2012 - August 2013
Imperial Capital LLC October 2010 - March 2012
The Backporch Restaurant & Bar November 2008 - March 2009
Lieutenant Governor Andre Bauer's Office - South Carolina State House May 2008 - December 2008
Kirsti Grinna Swimwear June 2007 - August 2007
Young Interiors, Inc. June 2006 - August 2006
Ocean Watersports June 2006 - August 2006
Skills
Foursquare, MySpace, Social Media, Facebook, Social Networking, Social Media Marketing, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Marketing
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelor of Science in Business Administration, Marketing, Political Science
St. James High School 2003 — 2006
Socastee High School 2001 — 2002
Robert Choi Robert Choi's Imperial Capital, LLC Experience May 2014 - Present
Job Investment Banking Analyst at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC May 2014 - Present
Skills
Financial Modeling, Mergers & Acquisitions, Leveraged Finance, Debt Restructuring, Auditing, US GAAP, Finance, Journal Entries, Financial Accounting, Analysis, Assurance, Financial Reporting, PowerPoint, Accounting, Financial Analysis, Microsoft Excel, Corporate Finance
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
Accounting
University of California, San Diego 2007 — 2011
Economics, Accounting
Imperial Capital, LLC May 2014 - Present
Skills
Financial Modeling, Mergers & Acquisitions, Leveraged Finance, Debt Restructuring, Auditing, US GAAP, Finance, Journal Entries, Financial Accounting, Analysis, Assurance, Financial Reporting, PowerPoint, Accounting, Financial Analysis, Microsoft Excel, Corporate Finance
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
Accounting
University of California, San Diego 2007 — 2011
Economics, Accounting
Yan Zhang's Imperial Capital, LLC Experience July 2012 - January 2014
Job Equity Research at Capital Group
Industry Investment Management
Experience
Capital Group January 2014 - Present
Imperial Capital, LLC July 2012 - January 2014
Blacksand Group September 2011 - September 2012
Bank of America Merrill Lynch June 2011 - August 2011
Montgomery EMS August 2006 - September 2008
Skills
Financial Modeling, Restructuring, Capital IQ, Valuation, Bloomberg, Public Relations, Strategic Creative..., Mergers & Acquisitions, Investment Banking, Finance, Start-ups, Economics, Private Equity
Education
University of California, Los Angeles 2008 — 2012
B.A., Business-Economics, Geography
Capital Group January 2014 - Present
Imperial Capital, LLC July 2012 - January 2014
Blacksand Group September 2011 - September 2012
Bank of America Merrill Lynch June 2011 - August 2011
Montgomery EMS August 2006 - September 2008
Skills
Financial Modeling, Restructuring, Capital IQ, Valuation, Bloomberg, Public Relations, Strategic Creative..., Mergers & Acquisitions, Investment Banking, Finance, Start-ups, Economics, Private Equity
Education
University of California, Los Angeles 2008 — 2012
B.A., Business-Economics, Geography
Elva Tseng Elva Tseng's Imperial Capital, LLC Experience December 2008 - Present
Job Vice President of Operations
Industry Investment Management
Experience
Imperial Capital, LLC December 2008 - Present
Context Capital Management, LLC August 2005 - December 2008
UCLA Central Ticket Office June 2001 - September 2003
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Account Reconciliation, Finance, Trading, Accounting, Options, Prime Brokerage, Settlement, Alternative Investments, Management
Education
University of California, Los Angeles 2000 — 2004
B.A., International Economics, International Development Studies
Imperial Capital, LLC December 2008 - Present
Context Capital Management, LLC August 2005 - December 2008
UCLA Central Ticket Office June 2001 - September 2003
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Account Reconciliation, Finance, Trading, Accounting, Options, Prime Brokerage, Settlement, Alternative Investments, Management
Education
University of California, Los Angeles 2000 — 2004
B.A., International Economics, International Development Studies
Clayton Krebs Clayton Krebs's Imperial Capital, LLC Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC June 2015 - August 2015
UCSB Investment Advisory Committee October 2014 - June 2015
UCSB Investment Advisory Committee October 2013 - October 2014
Eureka Capital Markets, LLC June 2014 - September 2014
The Interfraternity Council February 2013 - March 2014
Block, Bowman & Associates, LLC June 2013 - October 2013
The Interfraternity Council at UC Santa Barbara March 2012 - February 2013
Tiburon Mill Valley Fall Kickoff Soccer Classic January 2010 - November 2011
Skills
Microsoft Office, Website Creation, Project Management, Social Networking, Advertising, Strategy, Public Relations, Marketing Strategy, Marketing, Investment Banking, Investments, Analysis, Research
Education
University of California, Santa Barbara 2011 — 2015
Economics / Mathematics Major, B.A.
Marin Academy High School 2007 — 2011
Imperial Capital, LLC June 2015 - August 2015
UCSB Investment Advisory Committee October 2014 - June 2015
UCSB Investment Advisory Committee October 2013 - October 2014
Eureka Capital Markets, LLC June 2014 - September 2014
The Interfraternity Council February 2013 - March 2014
Block, Bowman & Associates, LLC June 2013 - October 2013
The Interfraternity Council at UC Santa Barbara March 2012 - February 2013
Tiburon Mill Valley Fall Kickoff Soccer Classic January 2010 - November 2011
Skills
Microsoft Office, Website Creation, Project Management, Social Networking, Advertising, Strategy, Public Relations, Marketing Strategy, Marketing, Investment Banking, Investments, Analysis, Research
Education
University of California, Santa Barbara 2011 — 2015
Economics / Mathematics Major, B.A.
Marin Academy High School 2007 — 2011
Jason Simon's Imperial Capital, LLC Experience June 2008 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Capital Markets
Experience
Imperial Capital, LLC June 2008 - Present
VDM Trading, LLC April 2007 - June 2008
Hudson Securities 2005 - 2007
Hold Brothers 2003 - 2005
Fleet Trading 1995 - 2002
Education
University of Florida 1988 — 1992
Imperial Capital, LLC June 2008 - Present
VDM Trading, LLC April 2007 - June 2008
Hudson Securities 2005 - 2007
Hold Brothers 2003 - 2005
Fleet Trading 1995 - 2002
Education
University of Florida 1988 — 1992
Scott Buck's Imperial Capital, LLC Experience September 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Imperial Capital, LLC September 2013 - Present
Susquehanna International Group December 2009 - March 2012
Banc of America Securities February 2006 - April 2009
Putnam Lovell Securities July 2004 - February 2006
Skills
Investment Banking, Buy-side, Hedge Funds, Fixed Income, Financial Analysis, Series 63, Derivatives
Education
University of Southern California - Marshall School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
BS, Business-Finace
Imperial Capital, LLC September 2013 - Present
Susquehanna International Group December 2009 - March 2012
Banc of America Securities February 2006 - April 2009
Putnam Lovell Securities July 2004 - February 2006
Skills
Investment Banking, Buy-side, Hedge Funds, Fixed Income, Financial Analysis, Series 63, Derivatives
Education
University of Southern California - Marshall School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
BS, Business-Finace
Peter Possemato's Imperial Capital, LLC Experience 2005 - 2006
Job Director at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance (Foothill) 2006 - Present
Imperial Capital LLC 2005 - 2006
Credit Suisse First Boston July 2002 - October 2005
Skills
Valuation, Financial Modeling, Private Equity, Equity Research, Capital Markets, Corporate Finance, Asset Based Lending, Investments, Credit, Underwriting, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Capital Finance (Foothill) 2006 - Present
Imperial Capital LLC 2005 - 2006
Credit Suisse First Boston July 2002 - October 2005
Skills
Valuation, Financial Modeling, Private Equity, Equity Research, Capital Markets, Corporate Finance, Asset Based Lending, Investments, Credit, Underwriting, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Andrew Casella, CFA's Imperial Capital, LLC Experience March 2010 - Present
Job Senior Vice President, Capital Structure Research at Imperial Capital LLC
Industry Financial Services
Experience
Imperial Capital, LLC March 2010 - Present
Goldman Sachs August 2008 - February 2010
Morgan Stanley January 2006 - August 2008
Skills
Hedge Funds, Bloomberg, Equities, Financial Modeling, Valuation, Alternative Investments, Due Diligence, Financial Analysis, Investments, Capital Markets, Fixed Income, Product Control, Equity Valuation, Special Situations, Distressed Debt, Credit Analysis, Series 7
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (BS), Magna Cum Laude, Accounting and Finance, 3.8
Hunterdon Central Regional High School
Hunterdon Central Regional High School
Imperial Capital, LLC March 2010 - Present
Goldman Sachs August 2008 - February 2010
Morgan Stanley January 2006 - August 2008
Skills
Hedge Funds, Bloomberg, Equities, Financial Modeling, Valuation, Alternative Investments, Due Diligence, Financial Analysis, Investments, Capital Markets, Fixed Income, Product Control, Equity Valuation, Special Situations, Distressed Debt, Credit Analysis, Series 7
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (BS), Magna Cum Laude, Accounting and Finance, 3.8
Hunterdon Central Regional High School
Hunterdon Central Regional High School
Joey Kazanovski's Imperial Capital, LLC Experience August 2011 - Present
Job Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC August 2011 - Present
Houlihan Lokey August 2010 - July 2011
PricewaterhouseCoopers April 2008 - July 2010
JPMorgan Securities July 2005 - December 2007
Skills
Corporate Finance, Mergers & Acquisitions, Restructuring
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, Accountancy, Finance
Imperial Capital, LLC August 2011 - Present
Houlihan Lokey August 2010 - July 2011
PricewaterhouseCoopers April 2008 - July 2010
JPMorgan Securities July 2005 - December 2007
Skills
Corporate Finance, Mergers & Acquisitions, Restructuring
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, Accountancy, Finance
Nikhil Vasa's Imperial Capital, LLC Experience February 2009 - August 2010
Job Director of Corporate Finance
Industry Oil & Energy
Experience
BreitBurn Energy June 2011 - Present
THL Credit Advisors LLC August 2010 - July 2011
Imperial Capital, LLC February 2009 - August 2010
Jefferies & Company July 2007 - December 2008
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Mergers, Private Equity, Corporate Finance, Asset Managment, LBO, Bloomberg, Capital Markets, Equities, Microsoft Excel, Due Diligence, Hedge Funds, Corporate Development, Leveraged Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2002 — 2007
Bachelor of Arts (B.A.), Economics
BreitBurn Energy June 2011 - Present
THL Credit Advisors LLC August 2010 - July 2011
Imperial Capital, LLC February 2009 - August 2010
Jefferies & Company July 2007 - December 2008
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Mergers, Private Equity, Corporate Finance, Asset Managment, LBO, Bloomberg, Capital Markets, Equities, Microsoft Excel, Due Diligence, Hedge Funds, Corporate Development, Leveraged Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2002 — 2007
Bachelor of Arts (B.A.), Economics
Nick Capuano's Imperial Capital, LLC Experience September 2005 - July 2009
Job B. Riley Asset Management
Industry Financial Services
Experience
B. Riley Asset Management February 2014 - Present
B. Riley & Co. November 2009 - January 2014
Imperial Capital, LLC September 2005 - July 2009
TCW, (Trust Co. of the West) November 1990 - July 2005
Education
University of California, San Diego 1985 — 1990
Bachelor of Arts (B.A.)
B. Riley Asset Management February 2014 - Present
B. Riley & Co. November 2009 - January 2014
Imperial Capital, LLC September 2005 - July 2009
TCW, (Trust Co. of the West) November 1990 - July 2005
Education
University of California, San Diego 1985 — 1990
Bachelor of Arts (B.A.)
Harry Chung's Imperial Capital, LLC Experience August 2008 - September 2014
Job Chief Financial Officer at Breakwater Investment Management
Industry Financial Services
Experience
Breakwater Investment Management January 2015 - Present
Imperial Capital LLC August 2008 - September 2014
Jefferies & Company February 1997 - July 2008
KPMG 1992 - 1995
Skills
Mergers & Acquisitions, Equities, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Hedge Funds, Financial Analysis, Investments, Derivatives, Private Equity, Fixed Income, Due Diligence, Finance, Valuation, Asset Management, Management, Venture Capital, Alternative Investments, Risk Management, Accounting, Financial Reporting, Securities, Restructuring, Portfolio Management, Financial Services, Strategic Planning, Strategy, Start-ups
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Accountancy
Breakwater Investment Management January 2015 - Present
Imperial Capital LLC August 2008 - September 2014
Jefferies & Company February 1997 - July 2008
KPMG 1992 - 1995
Skills
Mergers & Acquisitions, Equities, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Hedge Funds, Financial Analysis, Investments, Derivatives, Private Equity, Fixed Income, Due Diligence, Finance, Valuation, Asset Management, Management, Venture Capital, Alternative Investments, Risk Management, Accounting, Financial Reporting, Securities, Restructuring, Portfolio Management, Financial Services, Strategic Planning, Strategy, Start-ups
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Accountancy
Julie Knauer's Imperial Capital, LLC Experience March 1999 - November 2001
Job Senior Portfolio Specialist at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management November 2012 - Present
ING Investment Management October 2006 - November 2012
Osprey Opportunity Fund L.P. October 2000 - October 2006
Imperial Capital, LLC March 1999 - November 2001
Merrill Lynch January 1997 - March 1999
Skills
Investment Management, Hedge Funds, Fixed Income, Mutual Funds, Marketing Communications, Derivatives, Capital Markets, Relationship Management, Project Management, Product Management, Quantitative Analytics, Trading, Alternative Investments, Marketing Strategy, Investments, Structured Products, Asset Management, Asset Managment, Equities, Portfolio Management, Asset Allocation, Financial Modeling, Bloomberg, Separately Managed..., Series 7
Education
University of Rhode Island 1987 — 1991
Voya Investment Management November 2012 - Present
ING Investment Management October 2006 - November 2012
Osprey Opportunity Fund L.P. October 2000 - October 2006
Imperial Capital, LLC March 1999 - November 2001
Merrill Lynch January 1997 - March 1999
Skills
Investment Management, Hedge Funds, Fixed Income, Mutual Funds, Marketing Communications, Derivatives, Capital Markets, Relationship Management, Project Management, Product Management, Quantitative Analytics, Trading, Alternative Investments, Marketing Strategy, Investments, Structured Products, Asset Management, Asset Managment, Equities, Portfolio Management, Asset Allocation, Financial Modeling, Bloomberg, Separately Managed..., Series 7
Education
University of Rhode Island 1987 — 1991
David Phan's Imperial Capital, LLC Experience January 2013 - December 2013
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Imperial Capital, LLC January 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Real Estate, Financial Analysis, Customer Service, Valuation, Investments, Social Media, Financial Modeling, Marketing, Research, Accounting, Sales, Public Speaking, Team Leadership, Strategic Planning, Leadership, Investment Banking, Data Analysis, Corporate Finance, Finance, Economics, Teamwork, Due Diligence, Mergers & Acquisitions, Equities, Bloomberg, Private Equity, Analysis
Education
University of California, Los Angeles 2011 — 2014
Bachelor of Arts (B.A.), Economics
Marina High School 2006 — 2010
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Imperial Capital, LLC January 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Real Estate, Financial Analysis, Customer Service, Valuation, Investments, Social Media, Financial Modeling, Marketing, Research, Accounting, Sales, Public Speaking, Team Leadership, Strategic Planning, Leadership, Investment Banking, Data Analysis, Corporate Finance, Finance, Economics, Teamwork, Due Diligence, Mergers & Acquisitions, Equities, Bloomberg, Private Equity, Analysis
Education
University of California, Los Angeles 2011 — 2014
Bachelor of Arts (B.A.), Economics
Marina High School 2006 — 2010
Russell Brumpton's Imperial Capital, LLC Experience June 2004 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC June 2004 - Present
Standard & Poor's Corporate Value Consulting 2002 - 2004
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Equities, Capital Markets, Due Diligence, Hedge Funds, Corporate Finance, Fixed Income, Investments, Finance, Financial Analysis, Venture Capital
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Imperial Capital, LLC June 2004 - Present
Standard & Poor's Corporate Value Consulting 2002 - 2004
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Equities, Capital Markets, Due Diligence, Hedge Funds, Corporate Finance, Fixed Income, Investments, Finance, Financial Analysis, Venture Capital
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Terry Christopher's Imperial Capital, LLC Experience May 1994 - October 2000
Job Senior Business Intelligence & Data Integration Specialist
Industry Information Technology and Services
Experience
Bechtel November 2008 - Present
rsc THE QUALITY MEASUREMENT COMPANY 2006 - 2008
Nielsen Entertainment November 2000 - February 2006
Imperial Capital, LLC May 1994 - October 2000
Skills
Project Management, Microsoft Office, Vendor Management, Software Development, SDLC, Program Management, SQL, Analytics, QlikView, Business Intelligence, QlikView Development, Visio, SSRS
Education
University of California, Los Angeles
BS, Computer Science and Engineering
Bechtel November 2008 - Present
rsc THE QUALITY MEASUREMENT COMPANY 2006 - 2008
Nielsen Entertainment November 2000 - February 2006
Imperial Capital, LLC May 1994 - October 2000
Skills
Project Management, Microsoft Office, Vendor Management, Software Development, SDLC, Program Management, SQL, Analytics, QlikView, Business Intelligence, QlikView Development, Visio, SSRS
Education
University of California, Los Angeles
BS, Computer Science and Engineering
Joe Choi's Imperial Capital, LLC Experience October 2013 - August 2015
Job Los Angeles
Industry Investment Banking
Experience
Imperial Capital, LLC October 2013 - August 2015
Wedbush Securities May 2008 - October 2013
Shinsegae, Ltd January 2008 - May 2008
CYR Int'l June 2006 - January 2008
Oppenheimer May 2003 - June 2006
Smith Barney March 2002 - April 2003
American Express Financial Advisors August 2001 - March 2002
Skills
Series 7, Hedge Funds, Equities, Investments, Equity Research, Bloomberg, Market Research, Competitive Analysis, Valuation, Mutual Funds, Capital Markets, Trading, Securities, Finance, Series 63, Asset Management, Financial Modeling
Education
University of California, Riverside 1997 — 2001
B.A., Economics
Imperial Capital, LLC October 2013 - August 2015
Wedbush Securities May 2008 - October 2013
Shinsegae, Ltd January 2008 - May 2008
CYR Int'l June 2006 - January 2008
Oppenheimer May 2003 - June 2006
Smith Barney March 2002 - April 2003
American Express Financial Advisors August 2001 - March 2002
Skills
Series 7, Hedge Funds, Equities, Investments, Equity Research, Bloomberg, Market Research, Competitive Analysis, Valuation, Mutual Funds, Capital Markets, Trading, Securities, Finance, Series 63, Asset Management, Financial Modeling
Education
University of California, Riverside 1997 — 2001
B.A., Economics
Matthew Kwong's Imperial Capital, LLC Experience July 2008 - December 2010
Job Educator, New York City
Industry Education Management
Experience
Ivy League Tutoring November 2014 - Present
Varsity Tutors August 2013 - Present
UncommonGoods September 2013 - December 2013
La Lumiere LLC January 2013 - May 2013
Food Industry January 2012 - January 2013
The Broadsmoore Group July 2011 - December 2011
The Wharton School October 2009 - November 2011
Imperial Capital, LLC July 2008 - December 2010
Skills
Data Analysis, Valuation, Financial Modeling, Corporate Finance, Investments, Bloomberg, PowerPoint, Data Management, Analysis, Project Management, Statistics, Microsoft Office, Research
Education
University of Pennsylvania 2006 — 2011
B.A., Economics, Systems Engineering, Consumer Psychology, Mathematics
Ivy League Tutoring November 2014 - Present
Varsity Tutors August 2013 - Present
UncommonGoods September 2013 - December 2013
La Lumiere LLC January 2013 - May 2013
Food Industry January 2012 - January 2013
The Broadsmoore Group July 2011 - December 2011
The Wharton School October 2009 - November 2011
Imperial Capital, LLC July 2008 - December 2010
Skills
Data Analysis, Valuation, Financial Modeling, Corporate Finance, Investments, Bloomberg, PowerPoint, Data Management, Analysis, Project Management, Statistics, Microsoft Office, Research
Education
University of Pennsylvania 2006 — 2011
B.A., Economics, Systems Engineering, Consumer Psychology, Mathematics
Joe Gechtman's Imperial Capital, LLC Experience April 1998 - April 2008
Job Managing Director at Odeon Capital Group
Industry Financial Services
Experience
Odeon Capital Group January 2013 - Present
Oppenheimer & Co. April 2012 - December 2012
Gleacher & Co April 2008 - April 2012
Imperial Capital, LLC April 1998 - April 2008
Merrill Lynch August 1985 - February 1998
Education
University of Southern California - Marshall School of Business 1986 — 1990
MBA
UC Santa Barbara 1981 — 1983
U.S. Grant High 1976 — 1979
Odeon Capital Group January 2013 - Present
Oppenheimer & Co. April 2012 - December 2012
Gleacher & Co April 2008 - April 2012
Imperial Capital, LLC April 1998 - April 2008
Merrill Lynch August 1985 - February 1998
Education
University of Southern California - Marshall School of Business 1986 — 1990
MBA
UC Santa Barbara 1981 — 1983
U.S. Grant High 1976 — 1979
Arthur Phillips's Imperial Capital, LLC Experience August 2010 - January 2012
Job Analyst at Global Hunter Securities
Industry Investment Banking
Experience
Global Hunter Securities November 2012 - December 2013
Imperial Capital LLC August 2010 - January 2012
Skills
Investment Banking, Financial Modeling, Distressed Debt
Education
University of Southern California 2005 — 2009
BA, Philosophy
Global Hunter Securities November 2012 - December 2013
Imperial Capital LLC August 2010 - January 2012
Skills
Investment Banking, Financial Modeling, Distressed Debt
Education
University of Southern California 2005 — 2009
BA, Philosophy
Bradley Levie's Imperial Capital, LLC Experience 1990 - 1997
Job Portfolio Manager at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management 2010 - Present
Catalyst Investment Management Co, LLC 2002 - 2010
Cerberus Capital Management, LP 2001 - 2002
Trading Edge, Inc 1997 - 2001
Imperial Capital, LLC 1990 - 1997
Skills
CPA, Private Equity, Valuation, Hedge Funds, Financial Analysis, Alternative Investments, Financial Modeling, Due Diligence
Education
UCLA
Bachelor's Degree, Economics
Visium Asset Management 2010 - Present
Catalyst Investment Management Co, LLC 2002 - 2010
Cerberus Capital Management, LP 2001 - 2002
Trading Edge, Inc 1997 - 2001
Imperial Capital, LLC 1990 - 1997
Skills
CPA, Private Equity, Valuation, Hedge Funds, Financial Analysis, Alternative Investments, Financial Modeling, Due Diligence
Education
UCLA
Bachelor's Degree, Economics
Harrison Berkowitz's Imperial Capital, LLC Experience April 2014 - Present
Job Analyst at Imperial Capital, LLC
Industry Venture Capital & Private Equity
Experience
Imperial Capital, LLC April 2014 - Present
Education
University of Southern California
Miramonte High School
Imperial Capital, LLC April 2014 - Present
Education
University of Southern California
Miramonte High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS